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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,475 | $175,231-84.3% | $149,696-81.6% | $139,466-80.3% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 20.69% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,092 | $5,478-80.1% | $4,821-77.4% | $4,754-77.0% |
| Participant deferral / active EE | $2,658 | $6,521-59.2% | $5,682-53.2% | $6,712-60.4% |
| Admin fee / account holder | $454 | $16,155-97.2% | $13,212-96.6% | $11,409-96.0% |